Sales Report by Customer Category

Access Reports Anywhere

Learn how to view Sales Report by Customer Category

Sales Report

1. On the Dashboard, navigate to the Reports tab and go to the Sales Report Subcategory tab.
2. Adjust the Grouping to "Customer Category," Subgrouping (if applicable), Metric, and Date Range according to your preferences.
3. Click the "View Report" button to access the report.

Save Your Preferred Type of Report

If you want to save your selected dropdown settings, follow these steps:

1. Open the "Select View" dropdown and choose "Create View."
2. Specify the type of Sales Report you want to save.
3. The newly created "Sales View" can be selected at any time, eliminating the need to remember your dropdown selections whenever you want to view a specific sales report.